The purpose of this position is to help our new and existing client families with all service requests.This includes answering incoming client calls / emails, assisting advisors with client review pr...Show moreLast updated: 11 days ago
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Stivers Ford of BirminghamBirmingham, AL, US
Full-time
The responsibilities of a Service Advisor include greeting customers, listening to their needs, and scheduling appointments as needed.
They may also set up loaner cars and verify insurance before ma...Show moreLast updated: 30+ days ago
Promoted
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gTANGIBLEBirmingham, AL, United States
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Audi BirminghamAudi Birmingham
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Vermeer SoutheastBirmingham, Alabama, United States, 35217
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Promoted
Enrollment Advisor / Customer Service Representative
The Rachel Brown Agency - Katrina PelhamBirmingham, AL, United States
$55,000.00–$85,000.00 yearly
Full-time
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Promoted
New!
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Install batteries and check ele...Show moreLast updated: 22 hours ago
Promoted
New!
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Promoted
New!
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Full-time
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Promoted
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Promoted
New!
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Technical Service Advisor
Baker DistributingBirmingham, AL, US
Quick Apply
Job Summary A Technical Advisor will provide superior support to the HVAC dealer, therefore supporting our Sales Team’s efforts in growing premier distributor.Support will be provided b...Show moreLast updated: 30+ days ago
The purpose of this position is to help our new and existing client families with all service requests. This includes answering incoming client calls / emails, assisting advisors with client review preparation and follow ups from client review meetings, and meeting with clients to review their plans, deliver contracts, do additional client paperwork, etc.
Minimum Requirements :
Associates Degree preferred
Financial Industry experience required
2 + years working alongside a Financial Advisor in a fast-paced office environment preferred
Experience with MS Office Suite and the ability to learn new software quickly
Licenses : Series 65 and Alabama Life and Health (if not licensed, company will pay for the licensing but all licenses must be obtained within 6 months of hire date)
This position requires that you possess the following skills :
Strong organizational skills
Excellent communication, both written and verbal
Attention to detail and accuracy
Proactiveness and consistent follow-through
Ability to prioritize projects and manage time
Provide outstanding customer service
Good-natured, positive attitude
Self-directed initiative
A desire for continuous learning
Ability to adhere to complex regulatory and compliance requirements
Ability to work well in a fast-paced, demanding environment
Strong problem solving skills
Duties and Responsibilities :
This Client Relations Specialist will be expected to have consistent follow-through with all efforts, build relationships with prospects and clients, and help prepare the advisor for client reviews. Other daily, weekly, and / or monthly tasks may include :
Submitting allocation changes that the advisors have determined, assisting with penalty-free withdrawals and income elections on annuity contracts, running performance reports for client meetings and phone calls, assisting clients with logging into their Client Portal accounts, updating financial Roadmaps for client review meetings, processing RMD’s, opening new accounts for existing clients when needed, assisting clients with employer plan rollovers, etc.
Utilizing websites and software to obtain client and product information
Responding to client service calls, emails and texts in a friendly and professional manner
Completing each service request and resolving client issues in a timely manner
Inputting detailed notes into CRM and keeping updated
Coordinating and following up on client transfers, contributions, distributions
Preparing servicing documents, communicating with clients to obtain signatures and / or supporting documents, reviewing documents prior to submission, and following the process through to ensure completion
Updating client plans for upcoming review appointments and processing post-review follow up items
Maintaining professional communication with clients and other team members
Assisting in setting client appointments for advisors when needed
Cross training to assist with New Business processing
Meeting with clients to review plans, answer questions, deliver contracts, etc.